GW
GW

Gregory Wiegers

26 Years of Experience
Glen Carbon, IL
BrokerSells Insurance

Gregory Wiegers is a registered investment advisor at Commonwealth Financial Network, based in Glen Carbon, IL, with 26 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

6 Ginger Creek Parkway, Glen Carbon, IL, 62034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory is an insurance agent selling fixed insurance products through Cadagin & Prosser Financial Group. He is also a co-owner of Cadagin & Prosser Financial Group, Inc., which facilitates securities, advisory, and insurance business, but he spends minimal time on this during business hours.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
May 2015 - Present · 11 yrs
Commonwealth Financial Network
May 2015 - Present · 11 yrs
Previous Registrations
Mdt Advisers, a Division of Federated Mdta LLC
August 2010 - May 2015 · 4 yrs 9 mos
Federated Securities CORP.
November 2009 - May 2015 · 5 yrs 6 mos
Federated Investment Counseling
November 2007 - May 2015 · 7 yrs 6 mos
Federated Securities CORP.Broker
November 2007 - May 2015 · 7 yrs 6 mos
Allianz Life Financial Services, LLCBroker
February 2007 - December 2007 · 10 mos
Evergreen Investment Services, INC.Broker
November 2000 - January 2007 · 6 yrs 2 mos
Ids Life Insurance CompanyBroker
June 2000 - October 2000 · 4 mos
American Express Financial Advisors INC.Broker
June 2000 - October 2000 · 4 mos
Dean Witter Reynolds INC.Broker
October 1999 - May 2000 · 7 mos
State Registrations16 states
ALAZCACODEFLGAILINKSKYMOOKSCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Wiegers - Financial Advisor | TrueAdvisor